The Ever-Changing Daiwa SB Investments: A Comparison of Q4 2018 and Q1 2019 Holdings

Investors are always on the lookout for funds that can offer the best returns on their investments. One such fund that has garnered attention is the Daiwa SB Investments Ltd. The company has recently released its Q1 2019 holdings, and investors are curious to see how it compares to the Q4 2018 holdings. In this blog post, we will analyze the changes in holdings of this fund and what it could mean for investors.

Introduction

Daiwa SB Investments is a well-established company that manages several investment funds. The Q1 2019 holdings for its investment fund was recently published, and investors have been comparing it to the Q4 2018 holdings. Comparing the quarterly holdings reveals how the fund is evolving, and this information is valuable for investors trying to determine the best investment opportunities.

Main Body

The massive changes in holdings are evident in the comparison between Q4 2018 and Q1 2019. The holdings of ISHARES MSCI EMERGING MARKET have increased from 0 shares to 695,830 shares, resulting in a massive increase in value from $0 to $29,865,000. In contrast, ConocoPhillips holdings have decreased from 194,580 shares to 145,440 shares, resulting in a decrease in value from $12,132,000 to $9,707,000, a 20% dip.

The significant changes in the fund's holdings can also be seen in its holdings of AVANGRID INC, which have climbed by 42.8% from 244,000 shares to 346,547 shares, an increase in the value of $12,222,000 to $17,449,000. Similarly, Blackbaud Inc.'s holdings have increased by a huge 38.7% to 154,788 shares from 141,421 shares, resulting in an increase in value from $8,895,000 to $12,341,000.

On the other hand, Sprouts Farmers Market Inc.'s holdings have declined by 44.1% from 281,794 shares to 171,908 shares, resulting in a decrease in value from $6,625,000 to $3,703,000. Meanwhile, Advanced Drainage Systems Inc.'s holdings have dropped from 212,289 shares to 167,766 shares, driving the value down from $5,148,000 to $4,323,000.

While there were some notable declines, changes in holdings have mostly been positive. UnitedHealth Group Inc.'s holdings dipped slightly from 34,060 shares to 32,920 shares, resulting in a decrease in value from $8,485,000 to $8,140,000. However, as a whole, the fund's value has increased by 10.7% from $271,052,000 to $299,369,000.

Conclusion

The comparison of Daiwa SB Investment Ltd.'s Q4 2018 and Q1 2019 holdings has revealed significant changes in holdings, resulting in a shift of the portfolio's composition. Most of the portfolio changes have been positive, with a few notable exceptions. Investors in the company's fund can use this information to assess whether to further invest and how to allocate their investments for the best returns.